Joseph R Geld
Investment adviser representative at Hwa Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$295.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Hwa Financial GroupSep 2017 to now
- PNC BankMay 2015 to Sep 2017
- PNC InvestmentsMay 2015 to Sep 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Hwa Financial Group
Legal name: Huber, Weakland & Associates, Inc.
$295.3MAssets managed
174Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6492641
- Firm CRD
- 120745